ACM

Allred Capital Management Portfolio holdings

AUM $287M
1-Year Est. Return 15.93%
This Quarter Est. Return
1 Year Est. Return
+15.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.51M
3
+$806K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$492K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$456K

Top Sells

1
+$1.81M
2
+$913K
3
+$628K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$619K
5
T icon
AT&T
T
+$269K

Sector Composition

1 Technology 19.94%
2 Healthcare 11.53%
3 Industrials 10.26%
4 Financials 8.88%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$80.8K 0.04%
+1,506
302
$80.7K 0.04%
+245
303
$80.6K 0.04%
+1,400
304
$79.6K 0.04%
+812
305
$77.8K 0.04%
+400
306
$77.7K 0.04%
+2,958
307
$77.5K 0.04%
+1,570
308
$76.9K 0.03%
+1,067
309
$76K 0.03%
+1,424
310
$75.9K 0.03%
+2,599
311
$75.6K 0.03%
+558
312
$75.3K 0.03%
+970
313
$75.2K 0.03%
+412
314
$74.9K 0.03%
+452
315
$74.2K 0.03%
+307
316
$73.9K 0.03%
+186
317
$73.8K 0.03%
+468
318
$73.7K 0.03%
+281
319
$72K 0.03%
+290
320
$69.9K 0.03%
+484
321
$69K 0.03%
+347
322
$68.8K 0.03%
+1,359
323
$67.9K 0.03%
+200
324
$67.5K 0.03%
+442
325
$66.6K 0.03%
+512
11 12
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